Session 12: Preparing Your Offer Evaluating Your Proposal Outcomes from this Session At the end of the workshop you should have an understanding of: the processes that government follows when undertaking an Expression of Interest or Request; key considerations when responding to a government tender; and where to access information and further assistance. Open and Effective Competition: Minimum Requirements Monetary Threshold Minimum Requirements Below $5,001 Direct Purchase $5,001 - $20,000 Verbal Quotes (2-5) $20,001 - $150,000 Written Quotes (2-5) Above $150,000 Open Tender Exemptions from the Tender Process Open and Effective Competition Policy Exemptions from competitive requirements may apply where: bona fide sole source of supply; purchasing from an Australian Disability Enterprise; similar sourcing within the last 12 months; integration or standard operating environment; or emergency situation. Exemptions from the Tender Process Exemptions from competitive requirements may also apply when: Entering into a contracting arrangement to purchase a community service from a not-for-profit organisation (in accordance with the DCSP Policy), and the Accountable Authority considers that: no service provider exists with the necessary skills and there is a need to develop such; an existing service provider is continuing to meet its contractual obligations, represent value for money and will be retained under preferred service provider provisions of the DCSP Policy; or there are strategic considerations, such as the viability of other funded services that make direct negotiation desirable. Request - Structure Part A – Procurement Process Information Part B – Service Agreement Details Part C – Service Requirement Part D – Response Form PART D: Response Form • Respondent Details – Fill out all of your details. • Mandatory Requirements – Yes/no response. If you do not meet the mandatory requirements, your offer will be excluded from further consideration. • Qualitative Criteria – Written response required. Essentially this section provides information about your organisation and the services you are able to provide. • Disclosure Requirements – Yes/No response. They do not automatically exclude a Respondent from the process. • Pricing – Price schedule will be included in Request document. You need to insert your prices into the schedule. Tender Evaluation Nominate evaluation panel members and distribute offers Panel members individually evaluate (score) offers Accountable Authority endorses the decision Evaluation panel is convened to assess offers (scores agreed) Panel makes a value for money assessment and drafts report Report endorsed by Community Services Procurement Review Committee If over $1 million or high risk Value for Money • “Value for Money” is a key principle in Government procurement policy. • It says government should select the offer that represents the best value for money, taking into consideration cost factors (that is, whole of life cycle costs) and non-cost factors (such as suitability, risk, sustainability, etc). • Value for Money means finding good prices and good quality. It doesn’t necessarily mean the lowest price. Value for Money “Value for Money” considerations include: • Continuity of Service Delivery • Suitability of Proposed Service • Organisational Capacity • Demonstrated Experience • Organisational Viability / Sustainability (not necessarily financials) • Quality Standards (if applicable) • Risk • Price Things To Consider: • Knowing your strengths (i.e. competitive advantage) • Managing risk • Flexibility and innovation • Sustainable pricing Pricing Your Services The Request asks for you to submit your pricing. Price may be one of the factors used in assessing your submission when considering value for money. Better services, not cheaper services Key Tips for Tendering Check Tenders WA and add an alert for your relevant categories Register and log in on Tenders WA to ensure you receive any addenda Make sure you get all of the documents that make up the Request Plan to respond a day early Know the closing time and place, it is not the same for all tenders Key Tips for Tendering Use the selection criteria as a heading when addressing them and try to follow the sequence in the Request Address all of the selection criteria If you have any questions, ask! Do not assume that the person reading your offer knows you or your organisation Ask for feedback after the contract award, whether successful or unsuccessful Further Education, Training and Support •Peak Bodies •FaCS Website http://www.finance.wa.gov.au/cms/content.aspx?id=12603 Kylie Towie Mark Bryden Director, Funding and Contracting Services Assistant Director, Policy & Education kylie.towie@finance.wa.gov.au mark.bryden@finance.wa.gov.au Tim McKimmie Assistant Director, Direct Agency Support tim.mckimmie@finance.wa.gov.au Glaucia Hyland Assistant Director, Special Projects glaucia.hyland@finance.wa.gov.au Funding and Contracting Services Unit fundingandcontracting@finance.wa.gov.au 6551 1515 Further Education, Training and Support Questions?